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Distance Only Cypress, TX
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Raymond Leslie (CRD# 4609112) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cypress, TX and has over 21 years of experience in the finance industry.
Eric Lian (CRD# 6724369) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 6 years of experience in the finance industry.
Gregory Loyacano (CRD# 4164706) is an Investment Advisor Representative working at Lpl Financial LLC in Cypress, TX and has over 23 years of experience in the finance industry.
Quan Luu (CRD# 4540155) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cypress, TX and has over 21 years of experience in the finance industry.
Zachary Majors (CRD# 5764906) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 14 years of experience in the finance industry. Zachary Majors has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Marks (CRD# 2510771) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cypress, TX and has over 29 years of experience in the finance industry. Michael Marks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael McMahon (CRD# 4551595) is an Investment Advisor Representative working at Lpl Financial LLC in Cypress, TX and has over 21 years of experience in the finance industry.
Darren McNeely (CRD# 2202273) is an Investment Advisor Representative working at Level Four Advisory Services in Cypress, TX and has over 32 years of experience in the finance industry.
Ward Molen (CRD# 1323445) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 19 years of experience in the finance industry.
Oscar Mondragon (CRD# 6134876) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 11 years of experience in the finance industry. Oscar Mondragon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.